PFS Chartered Connections Breakfast Birmingham Q1 2020

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Capacity and your clients

This session will consider the issue of mental capacity - how to identify a lack of, communicate your concerns with your client and/or their family and the steps you should consider when concerns around capacity arise.

Learning Objectives:

  • The various types of capacity
  • The appropriate tests for capacity and what the law says on assessing capacity
  • Suitable pathways when capacity issues are identified.

This event is only available to Chartered members.



CPD CII Scheme
PFS Accredited 0h 40min

This event has been accredited by the Personal Finance Society and the CII and can be included as part of your CII CPD requirement should you consider it relevant to your professional development needs.


Ramada Sutton Coldfield

Penns Lake Rd, Sutton Coldfield
West Midlands
B76 1LH